Veterans Roundtable Group Meeting 2022 | CFA Society New York | 7 March 2022 | Virtual

This is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations, we are able leverage their networks, and broaden the reach of CFA Society New York and CFA Institute. The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options, including the highest levels of finance. Our membership is open to CFA Society New York members, CFA Charterholders, CFA program participants, active duty military service members, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials, hold a minimum of two CFA Society New York programming events per year, and actively participate in other veteran organizations at least six times per year. This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture, diversity, and inclusion is to the mandate of institutional investors.